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DSACRM Documentation

DSACRM is built for DSA teams that need one workspace for lead capture, loan processing, lender collaboration, connector payouts, and team performance.

What this docs hub is for​

Use this documentation to understand how DSACRM is structured and how your team can roll it out across branches, agents, and partners.

Core product areas​

  • Lead capture, routing, and follow-up workflows
  • Loan lifecycle management from enquiry to disbursement
  • Multi-lender processing and rule-based eligibility checks
  • Connector portals, wallets, incentives, and payout requests
  • Branch, team, and role-based operations

Start here​

  1. Define your team structure across branches, roles, and reporting lines.
  2. Configure lead sources and assignment logic for faster response times.
  3. Set up loan products, stages, documents, and lender workflows.
  4. Roll out connector access, payouts, and performance tracking.

Need a walkthrough?​